Civic Intelligence

PTA - California Congress CL Smith PTA

990EZ • Fiscal year 2020 • EIN 95-6207130

Jul 01, 2019 to Jun 30, 2020 • Filed on Nov 06, 2020

1375 Balboa StSan Luis Obispo, CA 93405

(805) 471-9041

Siviq Scores

Precomputed percentiles for this filing year versus similar nonprofits in the same peer cohort.

Liabilities / Assets

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Liabilities / Revenue

55th percentile

0.00x

Tied with the lowest-debt nonprofits in its peer group.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Net Margin

96th percentile

82%

Higher net margin than 96% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Top Officer Pay

76th percentile

$0

Higher top officer pay than 76% of similar nonprofits.

Top officer pay equals 0.0% of source-year revenue.

2020 filings • 501(c)3 • <$500k nonprofits • Source year 2020

Asset Growth

87th percentile

96%

Faster asset growth than 87% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Revenue Growth

74th percentile

11%

Faster revenue growth than 74% of similar nonprofits.

2020 filings • 501(c)3 • <$500k nonprofits • Annualized from 2019 to 2020

Assets

Up

$77,068

Up $37,766 (+96%) from 2019

Net Assets

Up

$77,068

Up $37,766 (+96%) from 2019

Liabilities

Flat

$0

Flat from 2019

Revenue

Up

$46,106

Up $4,580 (+11%) from 2019

Expenses

Down

$8,340

Down $18,223 (-69%) from 2019

Net Income

Up

$37,766

Up $22,803 (+152%) from 2019

Historical Trend

Balance Sheet Trend

The highlighted filing sits inside the broader history for assets, liabilities, and net assets.

$150K$100K$50K$0Assets 2011: $19,476Liabilities 2011: $02011Assets 2012: $20,894Net Assets 2012: $20,8942012Assets 2013: $9,994Net Assets 2013: $9,9942013Assets 2014: $20,634Net Assets 2014: $20,6342014Assets 2015: $20,856Net Assets 2015: $20,8562015Assets 2016: $28,882Net Assets 2016: $28,8822016Assets 2017: $22,021Net Assets 2017: $22,0212017Assets 2018: $24,339Liabilities 2018: $0Net Assets 2018: $24,3392018Assets 2019: $39,302Liabilities 2019: $0Net Assets 2019: $39,3022019Assets 2020: $77,068Liabilities 2020: $0Net Assets 2020: $77,0682020Assets 2021: $67,851Liabilities 2021: $0Net Assets 2021: $67,8512021Assets 2022: $81,576Liabilities 2022: $0Net Assets 2022: $81,5762022Assets 2023: $83,830Liabilities 2023: $0Net Assets 2023: $83,8302023Assets 2024: $103,221Liabilities 2024: $0Net Assets 2024: $103,2212024Assets 2025: $69,700Net Assets 2025: $69,7002025

Highlighted filing

2020

Assets$77,068
Liabilities$0
Net Assets$77,068

Operations Trend

Revenue, expenses, and net income across loaded years, with this filing highlighted.

$150K$100K$50K$0-$50KRevenue 2011: $46,570Expenses 2011: $39,828Net Income 2011: $6,7422011Revenue 2012: $47,923Expenses 2012: $46,505Net Income 2012: $1,4182012Revenue 2013: $30,115Expenses 2013: $41,015Net Income 2013: -$10,9002013Revenue 2014: $39,703Expenses 2014: $29,063Net Income 2014: $10,6402014Revenue 2015: $29,809Expenses 2015: $29,587Net Income 2015: $2222015Revenue 2016: $37,105Expenses 2016: $29,079Net Income 2016: $8,0262016Revenue 2017: $29,385Expenses 2017: $36,246Net Income 2017: -$6,8612017Revenue 2018: $22,160Expenses 2018: $19,842Net Income 2018: $2,3182018Revenue 2019: $41,526Expenses 2019: $26,563Net Income 2019: $14,9632019Revenue 2020: $46,106Expenses 2020: $8,340Net Income 2020: $37,7662020Revenue 2021: -$7,685Expenses 2021: $1,532Net Income 2021: -$9,2172021Revenue 2022: $47,674Expenses 2022: $33,949Net Income 2022: $13,7252022Revenue 2023: $49,016Expenses 2023: $46,762Net Income 2023: $2,2542023Revenue 2024: $50,092Expenses 2024: $30,701Net Income 2024: $19,3912024Revenue 2025: $79,565Expenses 2025: $113,086Net Income 2025: -$33,5212025

Highlighted filing

2020

Revenue$46,106
Expenses$8,340
Net Income$37,766
Jump To
Filing Snapshot
Filing Period
Jul 1, 2019 to Jun 30, 2020
Signed
Nov 6, 2020
Return Version
2019v5.1
Gross Receipts
$84,713
Mission and Program Overview

Mission

The primary purposes of the c.l. Smith pta: 1. To support and speak on behalf of children and youth in the schools, in the community and before governmental bodies and other organizations that make decisions affecting children. 2. To assist parents in developing the skills they need to raise and protect their children. 3. To encourage parent and public involvement in the public schools of this nation.

The primary purposes of the c.l. Smith pta:1. To support and speak on behalf of children and youth in the schools, in the community and before governmental bodies and other organizations that make decisions affecting children.2.to assist parents in developing the skills they need to raise and protect their children.3. To encourage parent and public involvement in the schools of this nation.

Program Services

DescriptionGrantsExpenses
MONIES PROVIDED TO SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT TO ASSIST IN PROVIDING FIELD TRIPS, PE EQUIPMENT, LIBRARY BOOKS, COUNSELING SERVICES AND AWARDS.$0$0
Compensation and Service Providers

Employees

NameTitleFull / Part TimeBaseOtherTotal
SAMANTHA LALUSHPresident-$0--
VALERIE HOPPLEVice President-$0--
CELIA URIBESecretary-$0--
HEATHER ARNOLDTreasurer-$0--
CINDY MAYRFinancial Secretary-$0--
LINDSEY HARINGHistorian-$0--
CLOVER ROBINSONAuditor-$0--
Fundraising, Events, and Gaming

Fundraising Events

EventGross ReceiptsGross RevenueDirect ExpensesNet Income
Art Campaign$41,912$41,912$9,682$32,230
Drive Thru Bbq$8,450$8,450$4,257$4,193
Total Events$56,768$56,768$16,205$40,563
Filing and Contact Details

Filer

Filer Name
Pta-california Congress Cl Smithpta
EIN
95-6207130
Phone
8054719041
Address
1375 BALBOA ST, SAN LUIS OBISPO, CA 93405

Signing Officer

Name
Heather Arnold
Title
Treasurer
Phone
8054592069
Signed
2020-11-06
Discuss with paid preparer
Yes

Preparer

Firm
Glenn Burdette
Address
1150 PALM STREET, SAN LUIS OBISPO, CA 93401
Preparer
Heather N Arnold CPA
Phone
8055441441
Supplemental Narrative

Additional Explanations

Form 990-ez, Part I, Line 10 - Payments to Affiliates

Affiliate name: san luis coastal unified school district. Affiliate address: 1375 balboa street san luis obispo, ca 93405. Purpose of payment: school expenses. Amount of payment: 6,980.

Form 990-ez, Part I, Line 16 - Other Expenses

Description: bank fees. Amount: 16. Description: insurance. Amount: 232. Description: membership dues. Amount: 1,112. Total to form 990-ez, line 16: 1,360.

Raw XML Appendix201 raw XML fields

This appendix keeps the raw XML leaves available for debugging and edge-case review. The human report above is the primary experience.

Path#Value
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IRS990EZ/BooksInCareOfDetail/USAddress/CityNm0SAN LUIS OBISPO
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/EmployeeBenefitProgramAmt00
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IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt50
IRS990EZ/OfficerDirectorTrusteeEmplGrp/ExpenseAccountOtherAllwncAmt60
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm0SAMANTHA LALUSH
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm1VALERIE HOPPLE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm2CELIA URIBE
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm3HEATHER ARNOLD
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm4CINDY MAYR
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm5LINDSEY HARING
IRS990EZ/OfficerDirectorTrusteeEmplGrp/PersonNm6CLOVER ROBINSON
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt0PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt1VICE PRESIDENT
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt2SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt3TREASURER
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt4FINANCIAL SECRETARY
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt5HISTORIAN
IRS990EZ/OfficerDirectorTrusteeEmplGrp/TitleTxt6AUDITOR
IRS990EZ/OperateHospitalInd00
IRS990EZ/Organization501c3Ind0X
IRS990EZ/OrganizationDissolvedEtcInd00
IRS990EZ/OrganizationHadUBIInd00
IRS990EZ/OtherChangesInNetAssetsAmt00
IRS990EZ/OtherExpensesTotalAmt01360
IRS990EZ/PartVIHghstPdCntrctProfSrvcTxt0NONE
IRS990EZ/PartVIOfCompOfHghstPdEmplTxt0NONE
IRS990EZ/PoliticalCampaignActyInd00
IRS990EZ/PrimaryExemptPurposeTxt0THE PRIMARY PURPOSES OF THE C.L. SMITH PTA:1. TO SUPPORT AND SPEAK ON BEHALF OF CHILDREN AND YOUTH IN THE SCHOOLS, IN THE COMMUNITY AND BEFORE GOVERNMENTAL BODIES AND OTHER ORGANIZATIONS THAT MAKE DECISIONS AFFECTING CHILDREN.2.TO ASSIST PARENTS IN DEVELOPING THE SKILLS THEY NEED TO RAISE AND PROTECT THEIR CHILDREN.3. TO ENCOURAGE PARENT AND PUBLIC INVOLVEMENT IN THE SCHOOLS OF THIS NATION.
IRS990EZ/ProgramSrvcAccomplishmentGrp/DescriptionProgramSrvcAccomTxt0MONIES PROVIDED TO SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT TO ASSIST IN PROVIDING FIELD TRIPS, PE EQUIPMENT, LIBRARY BOOKS, COUNSELING SERVICES AND AWARDS.
IRS990EZ/ProgramSrvcAccomplishmentGrp/GrantsAndAllocationsAmt00
IRS990EZ/ProgramSrvcAccomplishmentGrp/ProgramServiceExpensesAmt00
IRS990EZ/ProhibitedTaxShelterTransInd00
IRS990EZ/RelatedOrganizationCtrlEntInd00
IRS990EZ/ScheduleBNotRequiredInd0X
IRS990EZ/SchoolOperatingInd00
IRS990EZ/SpecialEventsDirectExpensesAmt038607
IRS990EZ/SpecialEventsNetIncomeLossAmt042906
IRS990EZ/StatesWhereCopyOfReturnIsFldCd0CA
IRS990EZ/SubjectToProxyTaxInd00
IRS990EZ/SumOfTotalLiabilitiesGrp/BOYAmt00
IRS990EZ/SumOfTotalLiabilitiesGrp/EOYAmt00
IRS990EZ/TanningServicesProvidedInd00
IRS990EZ/TaxImposedOnOrganizationMgrAmt00
IRS990EZ/TaxImposedUnderIRC4911Amt00
IRS990EZ/TaxImposedUnderIRC4912Amt00
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IRS990EZ/TaxReimbursedByOrganizationAmt00
IRS990EZ/TotalExpensesAmt08340
IRS990EZ/TotalProgramServiceExpensesAmt00
IRS990EZ/TotalRevenueAmt046106
IRS990EZ/TrnsfrExmptNonChrtblRltdOrgInd00
IRS990EZ/TypeOfOrganizationAssocInd0X
IRS990EZ/WebsiteAddressTxt0N/A
IRS990ScheduleA/AmountsRcvdDsqlfyPersonGrp/TotalAmt00
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearAmt01510
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus1YearAmt03591
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus2YearsAmt03080
IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/CurrentTaxYearMinus3YearsAmt07847
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IRS990ScheduleA/GiftsGrantsContrisRcvd509Grp/TotalAmt023784
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IRS990ScheduleA/GrossReceiptsAdmissionsGrp/TotalAmt0309279
IRS990ScheduleA/InvestmentIncomeCYPct00.00000
IRS990ScheduleA/PubliclySupportedOrg509a2Ind0X
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IRS990ScheduleA/SubstantialContributorsAmtGrp/TotalAmt00
IRS990ScheduleA/ThirtyThrPctSuprtTestsCY509Ind0X
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IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus2YearsAmt045862
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus3YearsAmt060539
IRS990ScheduleA/Total509Grp/CurrentTaxYearMinus4YearsAmt064280
IRS990ScheduleA/Total509Grp/TotalAmt0333063
IRS990ScheduleA/TotalSupportCalendarYearGrp/CurrentTaxYearAmt084713
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IRS990ScheduleA/TotalSupportCalendarYearGrp/TotalAmt0333063
IRS990ScheduleG/FundraisingEventInformationGrp/DirectExpenseSummaryEventsAmt016205
IRS990ScheduleG/FundraisingEventInformationGrp/Event1Nm0ART CAMPAIGN
IRS990ScheduleG/FundraisingEventInformationGrp/Event2Nm0DRIVE THRU BBQ
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsEvent2Amt08450
IRS990ScheduleG/FundraisingEventInformationGrp/GrossReceiptsOtherEventsAmt06406
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IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent1Amt041912
IRS990ScheduleG/FundraisingEventInformationGrp/GrossRevenueEvent2Amt08450
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IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssOtherEventsAmt02266
IRS990ScheduleG/FundraisingEventInformationGrp/OthDirectExpnssTotalEventsAmt016205
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent1Amt09682
IRS990ScheduleG/FundraisingEventInformationGrp/OtherDirectExpensesEvent2Amt04257
IRS990ScheduleG/FundraisingEventInformationGrp/OtherEventsTotalCnt01
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt0AFFILIATE NAME: SAN LUIS COASTAL UNIFIED SCHOOL DISTRICT. AFFILIATE ADDRESS: 1375 BALBOA STREET SAN LUIS OBISPO, CA 93405. PURPOSE OF PAYMENT: SCHOOL EXPENSES. AMOUNT OF PAYMENT: 6,980.
IRS990ScheduleO/SupplementalInformationDetail/ExplanationTxt1DESCRIPTION: BANK FEES. AMOUNT: 16. DESCRIPTION: INSURANCE. AMOUNT: 232. DESCRIPTION: MEMBERSHIP DUES. AMOUNT: 1,112. TOTAL TO FORM 990-EZ, LINE 16: 1,360.
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc0FORM 990-EZ, PART I, LINE 10 - PAYMENTS TO AFFILIATES
IRS990ScheduleO/SupplementalInformationDetail/FormAndLineReferenceDesc1FORM 990-EZ, PART I, LINE 16 - OTHER EXPENSES
TransferPrsnlBnftContractsDecl/DeclarationDesc0THE ORGANIZATION DID NOT, DURING THE YEAR, RECEIVE ANY FUNDS, DIRECTLY,OR INDIRECTLY, TO PAY PREMIUMS ON A PERSONAL BENEFIT CONTRACT.THE ORGANIZATION, DID NOT, DURING THE YEAR, PAY ANY PREMIUMS, DIRECTLY,OR INDIRECTLY, ON A PERSONAL BENEFIT CONTRACT.
ReturnHeader/BuildTS02021-01-29 14:40:06Z
ReturnHeader/BusinessOfficerGrp/DiscussWithPaidPreparerInd01
ReturnHeader/BusinessOfficerGrp/PersonNm0HEATHER ARNOLD
ReturnHeader/BusinessOfficerGrp/PersonTitleTxt0TREASURER
ReturnHeader/BusinessOfficerGrp/PhoneNum08054592069
ReturnHeader/BusinessOfficerGrp/SignatureDt02020-11-06
ReturnHeader/Filer/BusinessName/BusinessNameLine1Txt0PTA-CALIFORNIA CONGRESS CL SMITHPTA
ReturnHeader/Filer/BusinessNameControlTxt0PTA-
ReturnHeader/Filer/EIN0956207130
ReturnHeader/Filer/PhoneNum08054719041
ReturnHeader/Filer/USAddress/AddressLine1Txt01375 BALBOA ST
ReturnHeader/Filer/USAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/Filer/USAddress/StateAbbreviationCd0CA
ReturnHeader/Filer/USAddress/ZIPCd093405
ReturnHeader/FilingSecurityInformation/AtSubmissionCreationDeviceId056BED58641469F8AF8081A50CA7C6C010CFFCE36
ReturnHeader/FilingSecurityInformation/AtSubmissionFilingDeviceId056BED58641469F8AF8081A50CA7C6C010CFFCE36
ReturnHeader/FilingSecurityInformation/FilingLicenseTypeCd0P
ReturnHeader/FilingSecurityInformation/IPAddress/IPv4AddressTxt071.93.34.163
ReturnHeader/FilingSecurityInformation/IPDt02020-11-06
ReturnHeader/FilingSecurityInformation/IPTimezoneCd0PS
ReturnHeader/FilingSecurityInformation/IPTm009:42:20
ReturnHeader/PreparerFirmGrp/PreparerFirmEIN0952772601
ReturnHeader/PreparerFirmGrp/PreparerFirmName/BusinessNameLine1Txt0GLENN BURDETTE
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/AddressLine1Txt01150 PALM STREET
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/CityNm0SAN LUIS OBISPO
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/StateAbbreviationCd0CA
ReturnHeader/PreparerFirmGrp/PreparerUSAddress/ZIPCd093401
ReturnHeader/PreparerPersonGrp/PhoneNum08055441441
ReturnHeader/PreparerPersonGrp/PreparerPersonNm0HEATHER N ARNOLD CPA
ReturnHeader/ReturnTs02020-11-06T12:07:19-06:00
ReturnHeader/ReturnTypeCd0990EZ
ReturnHeader/TaxPeriodBeginDt02019-07-01
ReturnHeader/TaxPeriodEndDt02020-06-30
ReturnHeader/TaxYr02019

Document Assets

No mirrored PDF or thumbnail assets are attached yet.

Filings

Balance SheetOperations
YearAssetsLiabilitiesNet AssetsRevenueExpensesNet Income
2025Detailed filing. Detailed filing data is available for this year.$0.70$0.70$0.80$1.13$0.34
2024XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$1.03$0.00$1.03$0.50$0.31$0.19
2023Detailed filing. Detailed filing data is available for this year.$0.84$0.00$0.84$0.49$0.47$0.02
2022Detailed filing. Detailed filing data is available for this year.$0.82$0.00$0.82$0.48$0.34$0.14
2021XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.68$0.00$0.68$0.08$0.02$0.09
2020Detailed filing. Detailed filing data is available for this year.$0.77$0.00$0.77$0.46$0.08$0.38
2019XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.39$0.00$0.39$0.42$0.27$0.15
2018XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.24$0.00$0.24$0.22$0.20$0.02
2017XML pending. An XML filing is linked for this year, but detailed extraction is still pending.$0.22$0.22$0.29$0.36$0.07
2016Detailed filing. Detailed filing data is available for this year.$0.29$0.29$0.37$0.29$0.08
2015Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.30$0.30$0.00
2014Detailed filing. Detailed filing data is available for this year.$0.21$0.21$0.40$0.29$0.11
2013Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.10$0.10$0.30$0.41$0.11
2012Facts available. Structured filing facts are available, but richer extracted sections are limited.$0.21$0.21$0.48$0.47$0.01
2011Summary only. Only limited summary data is available for this year.$0.19$0.00$0.47$0.40$0.07